Moneyguide
MoneyGuide is a financial planning software provider that offers cloud-based tools for financial advisors to create goal-based retirement and wealth plans for their clients. The platform helps advisors model cash flows, Social Security, insurance, and investment scenarios, and present interactive plans to households. MoneyGuide generates revenue through subscription licensing of its software to financial advisory firms, broker-dealers, and other financial institutions.
- Wealth & Investment Software
- Revenue
- $45.0M
- Employees
- 200
- Founded
- 1997
- Headquarters
- Richmond Heights, United States of America
What 9 Arbolus experts think of Moneyguide
NPS scores are predominantly high, with most respondents rating 8 or 9, indicating strong satisfaction. Renewal intent is predominantly positive, as several Influencers explicitly plan to renew; only a minority are uncertain. The majority of customers have been using Moneyguide for more than one year, highlighting strong stickiness. Consistently high NPS among both Users and Influencers underscores a robust sentiment across roles.Overall Customer Sentiment: Positive
Who reviewed Moneyguide
- C-Suite 78% (7)
- Director 22% (2)
Employer names and spend open once the report publishes.
Tell us when the Moneyguide report publishes.
We'll email you once the full customer report is ready, with employer names, spend and every written answer. No account needed.
Sentiment
44 Net Promoter Score, from 9 scored reviews- Promoters 4
- Passives 5
- Detractors 0
Cumulative NPS by month
-1 over 5 months- Jan 9
- Mar 8
- Jun 8
- Jul 8
- Sep 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 44 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 50% 2 answers
- 50% 2 answers
- 8/10 Average score from customers who will renew
- 8/10 Average score from undecided customers
More in Data & Analytics and Workplace & Productivity
Other companies in both categories with a customer report.
For people who use Moneyguide
Do you use Moneyguide at work?
Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.
- 9 customers of Moneyguide have already contributed
Takes a few minutes. Your identity stays anonymous.